Latam GDRO - Client Data Management

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for leading production in Global Data and Reporting Operations (Cadastro). Key responsibilities include managing daily account set up related  activities to ensure adherence to deadlines, quality standards, policies, procedures, and regulatory requirements. Job expectations include balancing caseloads, serving as a liaison with sales working with client outreach teams to obtain documents, and assisting in implementing new processes to improve the overall operating model. Also this role will be responsible for the active participation on the Core Area’s BAU activities such as account set up, maintenances and refresh and all the respective controls and supervision.

Responsibilities:

• Leads Global Markets and banking RDS team (account set up), supporting the execution of day-to-day activities while adhering to timelines and requirements;

• Conducts daily tasks and applies judgement during decision making, ensuring all operations are carried out in an appropriate and effective matter;

• Balances case workloads across team members based on skillset and capacity and actively work on BAU when necessary;

• Partners with sales and other operational teams to remove impediments and roadblocks within processes and agree on prioritizations;

• Assists in efforts to identify and escalate issues and concerns within processes to ensure timely mitigation of risks;

• Supports the implementation of new processes to improve the overall operating model;

• This position may also have responsibilities for managing associates, not exclusively;

• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement;

• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results;

• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks;

• People Manager & Coach: Knows and develops team members through coaching and feedback;

• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Key responsibilities:

• include providing quality service and effective operations support for internal business partners and other support areas;

• Expected seniority to work in a moderate level of independence and good judgement for escalations and concerns/opportunities sharing;

• Performs account set up process with the team;

• Providing support for business and operations on questions;

• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other units;

• Monitor and controls deliverables , BAU or tests.

Skills:

• Customer and Client Focus;

• Excellent communication skills;

• Active Listening;

• Ability to work under pressure;

• Advanced English Level mandatory;

• Excels in working among diverse viewpoints to determine the best path forward;

• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner;

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base;

• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world;

• Coaching;

• Drives Engagement;

• Retention;

• Talent Development;

• Business Operations Management;

• Process Performance Measurement;

• Quality Assurance;

• Risk Management;

• Adaptability;

• Interpret Relevant Laws, Rules, and Regulations (Bank and Broker Dealer);

• Process Management;

• Reporting.